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MGO Private Wealth’s Enterprise Financial Services Corp EFSC Stock Holding History

MGO Private Wealth’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,408
Closed -$216K – 78
2022
Q4 		$216K Buy
+4,408
New +$219K 0.1% 122

Other funds holding EFSC

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EARNEST Partners
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

MGO Private Wealth's EFSC Position: Q1 2023 in Review

MGO Private Wealth sold out of Enterprise Financial Services Corp (EFSC) in Q1 2023, closing a stake of 4,408 shares — an estimated $216K sold.

MGO Private Wealth first reported a position in EFSC in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 222 funds tracked by Wall St. Rank hold EFSC as of Q1 2023.

  • MGO Private Wealth reported no remaining Enterprise Financial Services Corp position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 4,408 Enterprise Financial Services Corp shares in Q1 2023, an estimated $216K.
  • MGO Private Wealth first reported a position in Enterprise Financial Services Corp in Q4 2022 and held it in 1 quarter.
  • MGO Private Wealth's Enterprise Financial Services Corp position peaked at $216K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.